Lewa America Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Lewa America Inc)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lewa America Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Lewa America Inc under EIN 04-2446442 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $7,915,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewa America Inc
- EIN
- 04-2446442
- Plan number
- 001
- Plan type
- 2
- Location
- Holliston, MA
- Latest filing year
- 2023
- Participants
- 122
- End-of-year plan assets
- $7,915,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 122 | H, C | 20241004142825NAL0012321361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,915,542
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,915,542
- Net assets (BOY)
- $6,482,060
Income & contributions
- Employer contributions
- $269,194
- Participant contributions
- $573,127
- Total contributions
- $902,141
- Total income / additions
- $1,867,144
Expenses & distributions
- Benefits paid
- $428,707
- Administrative expenses
- $4,575
- Total expenses
- $433,662
- Net increase / (decrease)
- $1,433,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mayflower Financial Advisors | ADVISOR | $0 | $31,142 | 2023 |